BlackRock Enhanced Equity Dividend Trust
BDJ- Exchange
- NYSE
- SEC CIK
- 0001332283
No open-market purchases or sales by BlackRock Enhanced Equity Dividend Trust insiders were filed in the last 90 days; 218 institutions reported holding it in 13F filings for Q2 2026, worth $298.1M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 205
- +7 vs. Q3 2025
- Shares held
- 31.3M
- −691.9K (−2.2%) vs. Q3 2025
- Total value
- $296.7M
- +$5.68M (+2.0%) vs. Q3 2025
- New holders
- 25
- 69 more added
- Sold out
- 18
- 64 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BDJ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 218 | $298.1M |
| Q1 2026 | 218 | $264.3M |
| Q4 2025 | 205 | $296.7M |
| Q3 2025 | 203 | $292.2M |
| Q2 2025 | 207 | $284.2M |
| Q1 2025 | 210 | $277.9M |
| Q4 2024 | 217 | $275.3M |
| Q3 2024 | 210 | $313.9M |
| Q2 2024 | 214 | $308.3M |
| Q1 2024 | 207 | $310.9M |
| Q4 2023 | 216 | $280.0M |
| Q3 2023 | 199 | $268.8M |
| Q2 2023 | 196 | $285.3M |
| Q1 2023 | 197 | $296.3M |
| Q4 2022 | 188 | $314.6M |
| Q3 2022 | 187 | $287.1M |
| Q2 2022 | 187 | $320.8M |
| Q1 2022 | 182 | $342.5M |
| Q4 2021 | 178 | $348.3M |
| Q3 2021 | 161 | $294.3M |
| Q2 2021 | 169 | $297.6M |
| Q1 2021 | 175 | $295.5M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 24,762 | $235.0K | 0.03% | 00.0% | Unchanged |
| Western Financial Corp | 24,032 | $227.8K | 0.09% | +593+2.5% | Added |
| Vista Investment Partners II, LLC | 23,698 | $224.7K | 0.10% | −58−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 23,660 | $224.3K | 0.00% | +5,969+33.7% | Added |
| Advisory Services Network, LLC | 23,086 | $218.9K | 0.00% | −10,949−32.2% | Reduced |
| Northern Trust Corp | 23,019 | $218.2K | 0.00% | +458+2.0% | Added |
| Widmann Financial Services, Inc. | 22,783 | $216.0K | 0.13% | +100.0% | Added |
| SeaCrest Wealth Management, LLC | 22,638 | $213.7K | 0.02% | +446+2.0% | Added |
| Oder Investment Management, LLC | 22,068 | $209.2K | 0.15% | −7,198−24.6% | Reduced |
| Principal Securities, Inc. | 22,003 | $208.6K | 0.00% | +93+0.4% | Added |
| Plancorp, LLC | 22,000 | $208.6K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 21,776 | $206.4K | 0.02% | +21,776 | New |
| Kaydan Wealth Management, Inc. | 21,513 | $203.9K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 21,459 | $203.0K | 0.01% | −4,549−17.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 21,139 | $200.4K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 20,875 | $197.9K | 0.00% | +20,875 | New |
| Captrust Financial Advisors | 20,648 | $195.7K | 0.00% | −6,125−22.9% | Reduced |
| CIBC Private Wealth Group, LLC | 20,644 | $195.7K | 0.00% | +5,841+39.5% | Added |
| Kestra Private Wealth Services, LLC | 20,196 | $191.5K | 0.00% | +350+1.8% | Added |
| Aurora Private Wealth, Inc. | 20,052 | $190.0K | 0.12% | +20,052 | New |
| Wealthcare Advisory Partners LLC | 19,311 | $183.1K | 0.00% | +437+2.3% | Added |
| Wharton Business Group, LLC | 19,004 | $180.2K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 18,966 | $179.8K | 0.00% | +2,658+16.3% | Added |
| Nations Financial Group Inc, | 18,946 | $179.6K | 0.01% | 00.0% | Unchanged |
| Becker Capital Management Inc | 18,811 | $178.3K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 17,942 | $170.1K | 0.00% | −126−0.7% | Reduced |
| Moors & Cabot, Inc. | 17,600 | $166.8K | 0.01% | +600+3.5% | Added |
| Level Four Advisory Services, LLC | 17,473 | $165.3K | 0.01% | +3,845+28.2% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $165.2K | 0.07% | −16,925−100.0% | Reduced |
| XML Financial, LLC | 17,117 | $162.3K | 0.01% | −8,012−31.9% | Reduced |
| Comprehensive Money Management Services LLC | 17,045 | $161.6K | 0.11% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 16,065 | $152.3K | 0.05% | −1,908−10.6% | Reduced |
| IPG Investment Advisors LLC | 16,000 | $151.7K | 0.03% | +16,000 | New |
| Cresset Asset Management, LLC | 15,978 | $151.5K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 15,348 | $145.5K | 0.03% | −555−3.5% | Reduced |
| Icon Wealth Advisors, LLC | 15,294 | $145.0K | 0.01% | +475+3.2% | Added |
| Heritage Wealth Management, Inc. | 15,250 | $144.6K | 0.04% | −1,000−6.2% | Reduced |
| Pensionmark Financial Group, LLC | 15,224 | $144.3K | 0.00% | +4,363+40.2% | Added |
| Eagle Wealth Strategies LLC | 15,090 | $143.1K | 0.07% | 00.0% | Unchanged |
| Iowa State Bank | 14,696 | $139.3K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 14,462 | $137.1K | 0.06% | +457+3.3% | Added |
| BlackRock, Inc. | 14,000 | $132.7K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 13,985 | $132.6K | 0.00% | −1,505−9.7% | Reduced |
| Commerce Bank | 13,946 | $132.2K | 0.00% | +100+0.7% | Added |
| Gill Capital Partners, LLC | 13,883 | $131.6K | 0.04% | −1,500−9.8% | Reduced |
| Sterling Financial Planning, Inc. | 13,831 | $131.1K | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 13,811 | $130.9K | 0.00% | +439+3.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 13,602 | $128.9K | 0.02% | +112+0.8% | Added |
| Harbour Investments, Inc. | 13,393 | $127.0K | 0.00% | +13,183+6,277.6% | Added |
| Endeavor Private Wealth, Inc. | 13,225 | $125.4K | 0.04% | −3,164−19.3% | Reduced |
| Indivisible Partners | 13,164 | $124.8K | 0.01% | +13,164 | New |
| Mosaic Family Wealth Partners, LLC | 12,236 | $116.0K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 12,113 | $114.8K | 0.01% | +32+0.3% | Added |
| Silverlake Wealth Management LLC | 12,105 | $114.8K | 0.03% | +106+0.9% | Added |
| Concurrent Investment Advisors, LLC | 11,862 | $112.5K | 0.00% | +58+0.5% | Added |
| Perigon Wealth Management, LLC | 11,767 | $111.6K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 11,600 | $110.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,483 | $109.9K | 0.00% | −1,561−12.0% | Reduced |
| Decision Investments, Inc | 11,361 | $107.7K | 0.12% | +11,361 | New |
| First Heartland Consultants, Inc. | 11,324 | $107.4K | 0.01% | −765−6.3% | Reduced |
| Keybank National Association | 11,000 | $104.3K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,946 | $103.8K | 0.01% | −2,224−16.9% | Reduced |
| PFG Investments, LLC | 10,793 | $102.3K | 0.00% | +10,793 | New |
| Live Oak Private Wealth LLC | 10,525 | $99.8K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 10,369 | $98.3K | 0.01% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 10,330 | $97.9K | 0.00% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 10,301 | $97.7K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 10,131 | $96.0K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,010 | $94.9K | 0.00% | +10,010 | New |
| Cape Investment Advisory, Inc. | 9,293 | $88.1K | 0.03% | +9,293 | New |
| Cullen/Frost Bankers, Inc. | 7,415 | $70.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,266 | $68.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6,538 | $62.0K | 0.00% | +555+9.3% | Added |
| SHP Wealth Management | 5,514 | $52.3K | 0.00% | +5,514 | New |
| Larson Financial Group LLC | 5,243 | $49.7K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3,910 | $37.1K | 0.02% | −2,310−37.1% | Reduced |
| Global Wealth Strategies & Associates | 3,904 | $37.0K | 0.01% | +3,904 | New |
| Optima Capital LLC | 3,662 | $34.7K | 0.02% | +3,662 | New |
| Chung Wu Investment Group, LLC | 3,607 | $34.2K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,500 | $33.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,981 | $28.3K | 0.00% | +2,981 | New |
| United Financial Planning Group LLC | 2,847 | $27.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,403 | $23.0K | 0.00% | +76+3.3% | Added |
| Smartleaf Asset Management LLC | 2,200 | $20.7K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,954 | $18.5K | 0.01% | +1,954 | New |
| Fortitude Family Office, LLC | 1,819 | $17.2K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,644 | $15.6K | 0.00% | +1,644 | New |
| Root Financial Partners, LLC | 1,499 | $14.2K | 0.00% | +1,499 | New |
| AdvisorNet Financial, Inc | 1,466 | $13.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,440 | $13.7K | 0.00% | −7,300−83.5% | Reduced |
| Pacifica Partners Inc. | 1,369 | $12.9K | 0.01% | −600−30.5% | Reduced |
| JPMorgan Chase & Co | 924 | $8.76K | 0.00% | −299−24.4% | Reduced |
| IFP Advisors, Inc | 906 | $8.59K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 700 | $6.63K | 0.00% | +22+3.2% | Added |
| Pinnacle Bancorp, Inc. | 632 | $5.99K | 0.00% | −2,768−81.4% | Reduced |
| Geneos Wealth Management Inc. | 500 | $4.74K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 466 | $4.42K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 435 | $4.00K | 0.00% | +435 | New |
| Plante Moran Financial Advisors, LLC | 301 | $2.85K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 183 | $1.74K | 0.00% | 00.0% | Unchanged |